Wealthbox CRM Overview
This is a summary of the comprehensive capabilities and benefits of Wealthbox CRM based on over 659 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Wealthbox CRM, PlanPlus Online, Neon CRM, Redtail CRM, Virtuous CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Wealthbox CRM is right for your needs? Our Cuspera AI engine can evaluate how Wealthbox CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Wealthbox CRM supports business activities such as:
- Collaboration
- Workflow Management
- Conference Call Management
- Creating Contact List
- Sending & Publishing Communications
Wealthbox CRM can help you with many business goals, such as Acquire Customers, Enhance Customer Relationships, Grow Market Share, and Improve Digital And Social Presence. It can help manage these activities if you use Offline Social Media Events etc. for these needs. As a solution, Wealthbox CRM's capabilities include Recording, Templates, and Personalization.
Wealthbox CRM Financial Services Vertical is its biggest customer base.
Reviews
"The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox. " - Rachel Daniels
Cuspera Reviews
81 buyers and buying teams have used Cuspera to assess how well Wealthbox CRM solved their CRM needs. Cuspera uses 659 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using Wealthbox CRM.
Use Cases
Peers recommend Collaboration , Workflow Management , Conference Call Management , as the business use cases that they have been most satisfied while using Wealthbox CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
---|---|---|
Collaboration with Offline, Social Media, Events and Trade Shows |
4.73/5 ★ |
"...Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice...." Broker-Dealers |
Workflow Management |
4.05/5 ★ |
"...For instance, when I receive an email, I can instantly create a new contact, add to a contact, start a workflow, assign a task, etc...." Case Study Stash Wealth |
Conference Call Management with Offline, Events and Trade Shows |
4.52/5 ★ |
"...Guided tour via web-conference...." Opportunities |
PEER EXPERIENCES | |
---|---|
Collaboration with Offline, Social Media, Events and Trade Shows |
4.73/5 ★ |
"...Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice...." Broker-Dealers |
|
Workflow Management |
4.05/5 ★ |
"...For instance, when I receive an email, I can instantly create a new contact, add to a contact, start a workflow, assign a task, etc...." Case Study Stash Wealth |
|
Conference Call Management with Offline, Events and Trade Shows |
4.52/5 ★ |
"...Guided tour via web-conference...." Opportunities |
29+ more Business Use Cases
Our AI advisor, Wyz, harnessed 659 insights from peers and experts to help you assess how these Wealthbox CRM use cases fit your CRM needs.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
---|---|
The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox. Testimonial By Rachel Daniels |
|
Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. Testimonial By Toussaint Bailey |
|
Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm. Testimonial By Jason Wenk |
CUSTOMERS | TESTIMONIALS |
---|---|
Rachel Daniels Avidian Wealth Solutions |
The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox. Testimonial By Rachel Daniels |
Toussaint Bailey CEO and Principal Enso Wealth |
Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. Testimonial By Toussaint Bailey |
Jason Wenk Founder & CEO Altruist |
Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm. Testimonial By Jason Wenk |
Case Studies
COMPANY | CASE STUDIES |
---|---|
Case Study Charles StephenRead More |
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Case Study MD FinancialRead More |
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Case Study FormulaFoliosRead More |
Frequently Asked Questions(FAQ)
for Wealthbox CRM
What is Wealthbox CRM?
What is Wealthbox CRM used for?
What are the top features of Wealthbox CRM?
Who uses Wealthbox CRM?
What are Wealthbox CRM alternatives?
Where is Wealthbox CRM located?
Popular Business Setting
for Wealthbox CRM
Top Industries
- Financial Services
- Marketing and Advertising
Popular in
- Small Business
- Mid Market
Wealthbox CRM Alternatives
Peer and Expert Opinion on Features
for Wealthbox CRM
- Low
- Medium
- High
FEATURES | RATINGS AND REVIEWS |
---|---|
Recording | Read Reviews (29) |
Templates | Read Reviews (28) |
Personalization | Read Reviews (16) |
FEATURES | RATINGS AND REVIEWS |
---|---|
Recording | Read Reviews (29) |
Templates | Read Reviews (28) |
Personalization | Read Reviews (16) |
IT and Other Capabilities
for Wealthbox CRM
- Low
- Medium
- High
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Import | Read Reviews (72) |
Data Export | Read Reviews (37) |
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Import | Read Reviews (72) |
Data Export | Read Reviews (37) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
Email Support | Read Reviews (6) |
Phone Support | Read Reviews (6) |
Chat Support | Read Reviews (4) |
24/7 Support | Read Reviews (20) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
Email Support | Read Reviews (6) |
Phone Support | Read Reviews (6) |
Chat Support | Read Reviews (4) |
24/7 Support | Read Reviews (20) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Custom Reports | Read Reviews (69) |
Analytics | Read Reviews (10) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Custom Reports | Read Reviews (69) |
Analytics | Read Reviews (10) |
Software Failure Risk Guidance
?for Wealthbox CRM
Overall Risk Meter
Top Failure Risks for Wealthbox CRM
Vendor Profile Details
Company Name
Wealthbox
Company Website
https://www.wealthbox.com/HQ Location
594 Broadway, Suite 1004, New York City, NY 10012
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